Mahamed Moubarak

Employer firm

Munn Wealth Management, LLC CRD 174414

$242M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 04/2022
  Dave's Running Shop
  Sylvania, OH
• 09/2020 → 04/2021
  Worldbridge Partners, Llc
  Toledo, OH
• 04/2021 → 06/2021
  Quicken Loans, Llc
  Detroit, MI
• 11/2021 → Present
  Munn Wealth Management, Llc
  Maumee, OH

Other Businesses

Mr. Moubarak is holding health and life insurance licenses for the state of Michigan and Ohio, as well as a life insurance license for the state of Illinois. He spends about an hour per month on this business which is usually during securities trading hours.

Designations

• Certified Financial Planner